Pepperi Knowledge Center

Configure dynamic Email Notification fields

You can create custom Email fields for each Account or Catalog, set values for them and use them for notification of transactions and activities.

Examples:

* You are an independent sales rep and need to notify your multiple brand distributors when you have submitted an order for items in their catalog.

* You have a catalog manager that needs to get an email every time something is ordered from their catalog.

* You want a particular regional manager to receive an email every time one of their reps submits an order.

You will not have to individually modify email notification settings when managers or other email recipients change. You will only have to modify the value once in the account data or catalog forms.

The following are instructions on how to create and use the custom email field for Accounts and Mulitple Catalogs.

To create a custom email field for Accounts

Go to the Settings wheel -> Accounts -> Fields

Add a custom field of type Email. Give it a Field name and a Field API Name. The Field API Name is how you will later refer to it in the email recipient definition.

The "TSA" is hard coded and cannot be removed from the name.

IMPORTANT: Make sure you assign values for this custom email field for each account when importing your Accounts Excel file (or via automatic integration if Pepperi is integrated with your ERP).

Go to the "Fields" tab of the Transaction Type, open the section called Account fields. Copy the API name of the email field you created to the email recipient in the Transaction Workflow tab. (Make sure the field is active, if it is grey, then simply click the plus sign to the right to activate it)

Add or Edit an existing "Email" action and enter the field name in the To/cc/bcc.

From now on, the email address for this recipient will be taken from the values updated in your Accounts data - instead of you having to go into every Transaction or Activity Workflow and individually update the email address.

To create a custom email field for Catalogs

Go to the Settings wheel -> Catalogs -> Fields

Add a custom field of type Email. Give it a Field name and a Field API Name. The Field API Name is how you will later refer to it in the email recipient definition.

The "TSA" is hard coded and cannot be removed from the name.

IMPORTANT: Make sure you enter values for the emails for each catalog when editing the catalog forms (for details on adding this custom field to your catalog form see: Customize catalog form).

Go to the "Fields" tab of the Transaction Type, open the section called Catalog Fields. Copy the API name of the email field you created to the email recipient in the Transaction Workflow tab. (Make sure the field is active, if it is grey, then simply click the plus sign to the right to activate it).

Add or Edit an existing "Email" action and enter the field name in the To/cc/bcc.

From now on, the email address for this recipient will be taken from the values updated in your catalog form - instead of you having to go into every Transaction or Activity Workflow and individually update the email address.